How Advisors & Accountants Can Work Together!
The session will be overseen by Corey DeJean – Canadian Chapter President
Corey is the founder and owner of Money Counts Business Strategies Inc. She also owns CJDJ Accounting Services. She takes pride in helping business owners understand and strategize for their business future growth potential and challenges.
This month we will cover “How Advisors & Accountants Can Work Together!”
In this webinar, Corey will discuss why accountants and independent business advisors should work together, how the accounting profession is evolving beyond compliance, and where advisors can add significant value to accounting firms and their clients.
In this webinar, Corey will cover:
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What accountants typically do very well – including compliance, reporting, tax, and financial management
- What many accountants often struggle with – including implementation, growth strategy, leadership, and ongoing advisory support
- Why accounting firms are looking to move from compliance providers to trusted business advisors
- The key value independent advisors, ex-business owners, and business managers can bring to accounting firms
- How advisors can become trusted referral partners and help accountants broaden their advisory capability
- How collaborative partnerships can create new revenue opportunities, improve client retention, and strengthen an accounting firm’s brand
- Practical examples of joint advisory relationships, associate advisor models, and revenue-sharing opportunities
- Live Q&A and discussion around networking with accountants and building long-term strategic partnerships.
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Networking with Other Advisors
After the discussion, connect with other advisors in small groups to exchange insights, share experiences, and brainstorm ways to apply these techniques in your practice. Networking is a powerful tool for growth, and this session is designed to help you build valuable relationships within the advisory community.
(All advisors welcome, existing and new)
MARK THIS IN YOUR CALENDAR
Sydney, Australia
Fri, 5 Jun 2026 at 8:00 am AEST
Perth, Australia
Fri, 5 Jun 2026 at 6:00 am AWST
New Zealand Standard Time, NZST
Fri, 5 Jun 2026 at 10:00 am NZST
Los Angeles, USA
Thu, 4 Jun 2026 at 3:00 pm PDT
London, United Kingdom
Thu, 4 Jun 2026 at 11:00 pm BST
Toronto, Canada
Thu, 4 Jun 2026 at 6:00 pm EDT
Additional Details
Link To Event Page - Register and it will be emailed to you
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Type - Institute Event